Jeanette Williams

Jeanette Williams

Financial Services Representative

1819 Main Street, Suite #1300 (Penthouse)
Sarasota, FL 34236

Phone: (941)961-6125
Fax: (941)366-3398
E-mail:

  • Investment Adviser Representative of MetLife Securities, Inc., a registered investment adviser.
  • Leaders Conference Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them meet their financial security needs.

BUSINESS PHILOSOPHY
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance and Annuities in FL , IL, MD, MI, NJ, PA, SC, and  WI
  • Registered to offer securities products in FL
  • 27 years in financial service industry
  • 8 times Presidents Conference Qualifier
  • 11 times Leaders Conference Qualifier

PERSONAL

  • Lifetime Bay Area Resident
  • Married with two children and 3 grandchildren
  • Avid shopper, reader and traveler
  • Die hard “GATOR” fan
  • Bachelor of Science Degree in Business Administration from the University of Florida

ORGANIZATIONS

  • Member of Gethsemene Baptist Church
  • Member U.F. Alumni

I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances.  Some health insurance products offered by unaffiliated insurers through Enterprise General Insurance Agency, Inc. (EGA), 300 Davidson Avenue, Somerset, NJ  08873.  Metropolitan Life Insurance Company (MLIC),1095 Avenue of the Americas, NY, NY 10036.Securities and Investment Advisory Services are offered by MetLife Securities, Inc. (MSI)(Member FINRA/SIPC) and a Registered Investment Adviser.EGA, MLIC, and MSI are MetLife, Inc. companies. 

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